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Treasury Sales Officer II - Healthcare Not For Profit - Higher Education
Dallas Texas Houston Texas Additional locations
Apply × To proceed with your application you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend Apply × To proceed with your application you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge
Job Description
At Bank of America we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients teammates communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace attracting and developing exceptional talent supporting our teammates physical emotional and financial wellness recognizing and rewarding performance and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America you can build a successful career with opportunities to learn grow and make an impact. Join us
At Bank of America each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for highly motivated self-starters who can advocate for our clients in providing liquidity management payments and receipts globally FX and commercial card services by complementing technology with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers willing to embrace technology and see whats next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology.
Job Description
This job is responsible for leading product experts supporting Global Transaction Services in client engagements account management closing complex and high dollar deals andor emerging solution opportunities with strategic clients. Key responsibilities include participating as the product sales or industry expert in client calls identifying opportunities and influencing solutions and driving collaboration between product sales and client relationship teams to package marketing leading solutions that address client challenges
The Healthcare NFP Higher Education Group Treasury Sales Officer TSO is responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of For Profit Healthcare companies. This is a TSO hire to support the consistent strong growth we have seen in healthcare driven by organic client growth and market share gains.
Responsibilities
The Treasury Sales Officer TSO is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolios. In some cases the TSO will also pursue client prospect opportunities outside of the portfolio. The TSO works closely with several partners such as Client Managers Treasury Sales Analysts Credit Officers FX Trade Advisors Global Investment Advisors Card Managers TradeSCF Advisors Liquidity Specialists and others across the enterprise to provide US and sometimes International treasury solutions that best suits the clients needs. Act as digital ambassador driving mobile digital and real time payments adoption manage and lead strategic dialogues around key client centric issues leveraging best practices peer benchmarking industry data analytics and solutioning positioning.
Engage with complex Not-For-Profit Healthcare and Private Higher Education companies as their working capital financial technology and trusted advisor.
Articulate and understand the not-for-profit healthcare and higher education environment with respect to reform and other industry issues - be able to engage in strategic conversations with C-suite executives and Revenue Cycle teams.
Actively participate and lead speaking engagements associated with key industry organizations - HFMA NACUBO etc
Proactively create impactful clientprospect events centered on industry trends Innovation Fraud Patient Satisfaction System Integration etc.
Advise clients on P2E and digital strategies involving payments receipts liquidity card solutions revenue cycle solutions and eCommerce.
Engage with driven and experienced client teams to keep momentum going with existing clients and prospects.
Drive expansion of Solutions Per Relationship SPR.
Accountable for revenueproduct growth client calling initiatives portfolio development pricing RFP or RFI responses call preparations and leading client-facing treasury presentations. This individual will also need to identify and evaluate treasury solutions based on a client focused costbenefit analysis and bank focused profitability analysis
Maintains a strong client focus while also understanding the operational aspects of the bank. A strong bank and industry awareness of various treasury products and services used by clients will also aid in the success. Manage and lead strategic dialogues around key client centric issues leveraging best practices peer benchmarking industry data analytics and solutioning positioning The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics.
Drives and is accountable for revenue growth profitability client planning client calling portfolio development pricing strategy and proposal and presentation development and delivery.
Focuses on client relationship development from growth of new client relationships to deepening existing relationships through the thoughtful identification of client needs.
Ensures responsible revenue and balance sheet growth profitability improvement client calling and planning portfolio development pricing strategy proposal responses and leads client facing treasury presentations
Partners with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying solutions based on client-focused cost and benefit analysis and bank-focused profitability analysis
Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year YoY growth
Coaches and mentors Treasury Analysts and works with Servicing and Implementation teams to support client needs and deliver solutions.
Required Qualifications
5 years of Treasury Sales Officer Experience
Ability to Travel between up to 10 of time in normal environment
Successful track record in treasury management sales. Broad and deep familiarity with global treasury management products services and trends
Proven business development and relationship management skills with a complex clients.
Excellent verbal and written communication and presentation skills.
Proven negotiation and active listening skills. Strong executive presence.
Adept at critical and strategic thinking and problem resolution.
Strong businessfinancial acumen.
Ability to successfully maneuver through the enterprise engage partners and escalate as needed.
Demonstrates the ability to foster strong partnerships within the core team.
Effectively manages competing priorities in an organized fashion while maintaining a consistent high level of client satisfaction.
Able to effectively work as an individual contributor as well as a close team member in a fast paced environment.
Effectively manages risk while balancing the needs of the client the team and the bank.
Desired Skills
For-profit Not-For-Profit Higher Education or Healthcare banking Revenue Cycle experience a plus
5 years banking experience
Prior Card solution experience a plus
B.S. or B.A. in finance accounting management or another undergraduate degree
Certified Treasury Professional Certification CTP or equivalent
MBA or Equivalent
Inclusive and Inspiring Seeking motivating team players who value collaboration hard work and celebrating shared success
Authentic and Passionate Seeking highly engaged teammates whose intensity and intentions align with the work we are doing for our clients and in our communities
Innovative and Curious Seeking teammates with out-of-the-box ideas and solutions who embrace change with a future-forward mindset and are looking to challenge the status quo
Confident and Agile Seeking strong clear communicators who value giving and receiving feedback easily build relationships act decisively while being flexible and continuing to learn in the role.
Skills
Account Management Business Development Client Management Client Solutions Advisory Customer and Client Focus Critical Thinking Portfolio Analysis Presentation Skills Relationship Building Sales Strategy Coaching Collaboration Oral Communications Prioritization Prospecting
Minimum Education Requirement Bachelors Degree or Equivalent Work Experience
For internal employees participation in a work from home posture does not make you ineligible to post.
For internal employees participation in a work from home posture does not make you ineligible to post.
Shift1st shift United States of America Hours Per Week 40
Learn more about this role
Apply × To proceed with your application you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend Apply × To proceed with your application you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge
Full time JR-26006069 Manages People No Travel Yes 10 of the time Age requirement Must at least be 18 years of age.
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